kavi-lin/supply-chain-event-analyst
skills/supply-chain-event-analyst/SKILL.md
Map up/downstream dependencies (suppliers/customers), identify critical bottlenecks, and correlate historical events (disruptions, contracts) with price action for Technology/Semis, Industrial, Energy, and Chemical stocks. Use when user asks for 產業鏈, 供應鏈, 上下游, supply chain analysis, key customers, major suppliers, or dependencies for a ticker.
testing
Updated May 21, 2026
$ install --global
skillsauthnpx skillsauth add kavi-lin/stock supply-chain-event-analystInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: May 21, 2026, 2:09 AM148.2s3 files scanned
SKILL.md
- name:
- supply-chain-event-analyst
- description:
- Map up/downstream dependencies (suppliers/customers), identify critical bottlenecks, and correlate historical events (disruptions, contracts) with price action for Technology/Semis, Industrial, Energy, and Chemical stocks. Use when user asks for 產業鏈, 供應鏈, 上下游, supply chain analysis, key customers, major suppliers, or dependencies for a ticker.
- market:
- us-equity
- scope:
- sector-logic-driven
- data_sources:
- [WebSearch, yfinance, FMP, dependency_logic.json]
Supply-Chain Event Analyst
⚠️ DEPRECATED (v3.14.2)
This skill has been superseded by
scripts/nexus/supply_chain.py, the Nexus knowledge-graph supply-chain generator. The legacychain_mapper.pystub here only resolves FMP profile data; it never did the WebSearch-heavy ecosystem mapping the SKILL.md prescribed. Production paths (Nexus Tier-1 loader, supply-chain page,/api/supply-chain/generate) all use the Nexus generator now.Replacements:
- Generate a supply chain for a theme/ticker →
python3 scripts/nexus/supply_chain.py <theme_or_ticker>(router-driven; codex / claude / gemini all work).- Quick supplier/customer probe → call FMP
/company/profile/<TICKER>directly, or keep usingchain_mapper.py(2.7 KB stub) for the same data.This SKILL.md +
chain_mapper.pyare retained as read-only reference for the dependency_logic.json schema and historical context. No new feature work will land here. New callers should target the Nexus path.
Purpose
Deconstruct a company's ecosystem to identify vulnerability to external shocks (raw material prices, customer demand shifts, geopolitical disruptions). This skill bridges the gap between macro sector trends and individual ticker performance by tracing value transmission.
Methodology
Step 1: Ecosystem Mapping
- Run
python3 skills/supply-chain-event-analyst/scripts/chain_mapper.py <TICKER>to get basic sector info and check for existing cache. - If cache is missing or FMP data is empty, perform targeted Web Searches:
[TICKER] major suppliers 2024-2026 revenue exposure[TICKER] largest customers list annual report[TICKER] key raw materials and component dependencies
- Reference
skills/supply-chain-event-analyst/references/dependency_logic.jsonto identify which nodes in the sector value chain are most critical.
Step 2: Historical Event Correlation
- Search for major news events in the last 24 months involving these keywords:
supply chain disruption,factory shutdown,key contract win,supplier bankruptcy,price hike,tariff impact.
- Correlate event dates with price action (via yfinance).
- Example: Did a supplier's profit warning cause a same-day drop in the subject ticker? (Lead-lag analysis).
Step 3: Risk & Opportunity Score
Assign a Dependency Score (1-10):
- High (8-10): Concentrated customer base (e.g., >20% revenue from 1 client) or single-sourced critical components (e.g., ASML for Lithography).
- Med (4-7): Diversified suppliers but subject to common commodity prices (e.g., Energy/Chemicals).
- Low (1-3): High vertical integration or massive supplier redundancy.
Sector-Specific Guidance
| Sector | Focus Nodes | Key Warning Signals | |---|---|---| | Semiconductors | EDA -> Equipment -> Foundry -> OSAT | Lead time increases, TSM utilization, Export curbs | | Energy | E&P -> Refining -> Storage | WTI/Brent spread, Inventory builds, Regional conflict | | Industrial | Raw Materials -> Components -> Assembly | Freight rates, Order backlog, PMI New Orders | | Chemicals | Feedstock -> Speciality -> Application | Natural Gas prices, Feedstock costs, Environmental reg |
Output Format
[TICKER] Ecosystem Report
- Upstream (Suppliers): List top 3-5 with dependency level.
- Downstream (Customers): List top 3-5 with revenue impact.
- Historical Event Matrix: (Date | Event | Impact on Price | Duration).
- Transmission Alert: Current status of supply chain (Healthy / Stressed / Fragile).
- Skill Cross-check: How this affects
earnings-valuation-forecaster(e.g., Adjusting EPS growth down if input costs rise).
Usage
- Natural language: 「分析 TSLA 的產業鏈上下游」「NVDA 供應商有哪些」「Energy 產業鏈風險」
- Command:
python3 skills/supply-chain-event-analyst/scripts/chain_mapper.py <TICKER>
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